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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,951 | $57,541-82.7% | $95,740-89.6% | $75,173-86.8% |
| Participation rate | 30.2% | 62.5%-32.3pp | 72.3%-42.0pp | 67.2%-37.0pp |
| Annual return | 18.22% | 34.93%-16.7pp | 28.41%-10.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $244 | $3,074-92.1% | $4,244-94.3% | $4,126-94.1% |
| Admin fee / account holder | $102 | $4,099-97.5% | $5,676-98.2% | $5,651-98.2% |